-27.0%
ETHA vs AON
+2.6%
-29.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.7% | +4.9% | +3.3% |
| 7D | +3.5% | -6.3% | +9.8% | +3.9% |
| 30D | +35.3% | -14.1% | +49.4% | +36.6% |
| 3M | +50.9% | -9.5% | +60.4% | +51.3% |
| 6M | +22.1% | -4.0% | +26.1% | +21.2% |
| YTD | -14.6% | -13.8% | -0.8% | -13.7% |
| 1Y | -42.8% | -18.3% | -24.5% | -41.4% |
| All | -27.0% | +2.6% | -29.6% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling